Install the Invoice capture solution

Important

If you installed the solution in private preview, you must uninstall the old solution before you continue.

Prerequisites

Invoice capture officially supports only integrated Power Platform environments. For more information, see Integrated Power Platform environments. For an integrated Power Platform environment, the finance and operations virtual entity is already installed. To confirm that it's installed in the environment, follow these steps.

1. In Power Platform admin center, go to Environment, and open the Environment details page.
2. Select Resource > Dynamic 365 apps.
3. Confirm that Finance and operations virtual entity is displayed with a status of Installed.

Before you can install the Invoice capture solution, the following prerequisites must be met:

• The Invoice capture for Dynamics 365 Finance feature should be enabled.
• The Power Platform environment must be created.
• The finance and operations virtual entity must be installed in the Power Platform environment.

Invoice capture GA version is supported in version 10.0.33 and later. The following Dynamics 365 Finance versions are required before installing Invoice capture (1.1.0.10 +):

• Dynamics 365 Finance 10.0.36 10.0.1695.28 or later
• Dynamics 365 Finance 10.0.35 10.0.1627.86 or later
• Dynamics 365 Finance 10.0.34 10.0.1591.124 or later

Configure Dynamics 365 Finance

When the Invoice Capture for Dynamics 365 Finance feature is enabled, the Invoice capture menu is available under Accounts Payable > Set up > Invoice capture.

Before you install Invoice capture, do the following setup in Invoice capture:

1. In the Synced legal entities list, select the legal entities to onboard.

   By default, the Sync all vendors option is enabled. This option synchronizes any changes or additions to vendors within onboarded legal entities from Dynamics 365 finance and operations to Invoice capture in real-time. Manual vendor synchronization is needed for each individual legal entity to avoid potential failure due to a virtual entity bottleneck with larger data volume.

2. Select if an invoice attachment is transferred together with the invoice from Invoice capture.

   When the parameter is enabled, the Document type column in the Synced legal entities list is enabled, and the value in the File field is assigned. Administrators can select which document type is used for the attachment from Invoice capture.

3. Maintain the mapping relationship between the invoice type in Invoice capture and the invoice framework to create the invoice in Dynamics 365 Finance.

   In the current version, the following options are supported:

   Invoice type in Invoice capture	Invoice framework in Dynamics 365 Finance
   PO invoice	Vendor invoice
   Header-only invoice	Vendor invoice
   Cost invoice	Vendor invoice or Invoice journal

When the invoice journal is selected, the Invoice journal name column in the Synced legal entities list is enabled, and the default journal name is assigned. Administrators can select which journal name is used to create the cost invoices in Dynamics 365 Finance.

Note

The Document type and Invoice journal name columns are available in Dynamics 365 Finance version 10.0.39 and later.

Invoice capture in Dynamics 365 Finance

In Dynamics 365 Finance release version 10.0.38 and later, the Invoice capture tile is available on the home page. The Invoice capture for Dynamics 365 finance and operations feature controls whether the tile is displayed.

When Invoice capture isn't installed in the integrated Power Platform environment, the tile goes to the installation page of Dynamics 365 Finance. When Invoice capture is installed, the tile goes to the Invoice capture home page. The Enable Finance and Operations User Impersonation in Dataverse option at Environment settings > Product > Feature must be enabled beforehand.

Install and set up the solution

Invoice capture supports integrated Power Platform environments.

Integrated Power Platform environment

For an integrated Power Platform environment, the finance and operations virtual entity is already installed. To confirm that it's installed in the environment, follow these steps.

1. In Power Platform admin center, go to Environment, and open the Environment details page.
2. Select Resource > Dynamic 365 apps.
3. Confirm that Finance and Operations Virtual Entity appears in the list, and that it has a status of Installed.

To install Invoice capture, follow this step.

• In AppSource, search for Invoice Capture for Dynamics 365 Finance. The preview version of Invoice capture can be found here. After the installation is completed, you should see the solution installed in the selected environment in Power Apps.

Note

After installation, in Invoice capture, go to Setup system > Manage legal entities and Manage vendors to sync the entries from Dynamics 365 Finance.

You can find the implementation guide at Details and support > Links.

Upgrade the Invoice capture solution

When a new solution is available, users are notified of the availability of the new version. Follow these steps to complete the upgrade:

1. In Power Platform admin center, go to Environment, and open the Environment details page.
2. Select Resource > Dynamic 365 apps.
3. If Invoice Capture within Dynamics 365 Finance has a status of Upgrade available, select Update, accept the terms of service, and confirm that you want to update the solution.

Delete the Invoice capture solution

If you must delete the Invoice capture solution, follow these steps.

1. In Microsoft Power Platform, select the correct environment, and then select Solution.

2. To completely delete the Invoice capture solution, delete the solutions in the following order:

   1. Dynamics 365 Invoice capture - FNO Integration
   2. Dynamics 365 Invoice capture - Application
   3. Dynamics 365 Invoice capture Solution anchor
   4. Dynamics 365 Invoice capture - Controls
   5. Dynamics 365 Invoice capture - Backend
   6. Dynamics 365 Invoice capture Base

Note

To delete Invoice capture but keep the data, don't delete the Dynamics 365 Invoice capture base solution. The preview version of Invoice capture (1.0.0.x) will be deprecated September 2023. Customers will want to migrate to the General availability (GA) version. It's mandatory to remove Dynamics 365 Invoice capture base before installing the GA version. It will take 10 to 15 minutes to complete the uninstallation.